Explore the latest developments concerning Nvidia Stock Could.
Nvidia Stock Could Look Very Different in 5 Years
Nvidia (NASDAQ: NVDA) is the most important company in artificial intelligence (AI) today, the near-monopoly supplier of the chips that train the world's AI models. But five years from now, I suspect it will look like a very different business. The forces reshaping it are already visible if you look closely.
Right now, the overwhelming majority of Nvidia's revenue comes from selling powerful GPUs to a handful of giant cloud companies building AI. Over the next five years, that mix should broaden in important ways.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
AI is starting to rewrite the software that made Nvidia untouchable
Nvidia's biggest competitive advantage is no longer as untouchable as it once seemed.
For two decades, Nvidia's crown jewel wasn't just chips; it was the software that turned them into the building blocks of AI, known as CUDA.
Short for Compute Unified Device Architecture, CUDA is the brainchild of longtime Nvidia executive Ian Buck, who heads high-performance computing. It took years to build, with ready-made code for common AI tasks, tools to find bugs, and software that lets thousands of chips work together to train models.
Now, some believe AI could eventually automate one of the industry's hardest jobs: building the software that powers AI itself.
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